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Legacy Financial Advisors’s Shinhan Financial Group SHG Stock Holding History

Legacy Financial Advisors’s Portfolio SHG Stock Details SHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,498
Closed -$56K – 758
2019
Q1 		$56K Buy
1,498
+252
+20% +$9.46K 0.02% 260
2018
Q4 		$44K Buy
1,246
+1,194
+2,296% +$45.1K 0.02% 263
2018
Q3 		$2K Hold
52
– – ﹤0.01% 819
2018
Q2 		$2K Hold
52
– – ﹤0.01% 834
2018
Q1 		$2K Hold
52
– – ﹤0.01% 764
2017
Q4 		$2K Buy
+52
New +$2.33K ﹤0.01% 753

Other funds holding SHG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Legacy Financial Advisors's SHG Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Shinhan Financial Group (SHG) in Q2 2019, closing a stake of 1,498 shares — an estimated $56K sold.

Legacy Financial Advisors first reported a position in SHG in Q4 2017 and held it in 6 quarters. The position peaked at $56K in Q1 2019. 123 funds tracked by Wall St. Rank hold SHG as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Shinhan Financial Group position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,498 Shinhan Financial Group shares in Q2 2019, an estimated $56K.
  • Legacy Financial Advisors first reported a position in Shinhan Financial Group in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Shinhan Financial Group position peaked at $56K in Q1 2019.
  • 123 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.